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Life Settlement Preliminary Inquiry T f is t an r o an o s i r e air n t for t m bathe settlement of a life insurance policy. H o s e o t IR t op pen e m i ho an orc SA am c i r up g e f i n rods
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Life settlement preliminary inquiry is a form submitted to gather information about a potential life settlement transaction.
Usually the life settlement provider or broker is required to file the preliminary inquiry.
The form should be completed with accurate and detailed information about the policy owner and the policy.
The purpose is to gather necessary information to determine if the policy qualifies for a life settlement transaction.
Information such as policy details, owner information, insured person details, and policy value must be reported.
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